Wealth and Asset Management Archives - Page 120 of 1528

Peers rival wealth managers as succession advisers to the next generation

April 28, 2026

The next generation of HNW wealth inheritors is increasingly turning to peers rather than traditional wealth managers or private bankers to seek advice on succession planning, according to a new UBS report. The 2026 UBS Global Next Generation Report published today found that 27 per cent of next-generation respondents said peers are their most […]

Wealth and Asset Management

Zurich economy in focus: FIFA effect noticeably impacts Zurich's GDP

April 28, 2026

The cantons of Zurich, Bern, Vaud and Geneva generate almost half of Switzerland's GDP. Zurich's tertiary sector accounts for roughly a quarter of Switzerland's total economic output in the service sector: private services are the driving force. The FIFA effect causes volatility in Zurich's growth every four years and is stronger than in Switzerland as […]

Wealth and Asset Management

Can Quilter benefit from changes in UK wealth management?

April 28, 2026

Shares in Quilter have drawn renewed attention after the group reported a surge in first-quarter inflows, with analysts pointing to mounting competitive pressure on rivals as pricing reforms ripple through the UK wealth sector. The London-listed manager recorded net inflows of £3bn in the first three months of the year, taking assets under management […]

Wealth and Asset Management

JTC Group and JTC Law Support Landmark Fundraise for Invesco Bond Income Plus Limited (BIPS) After UK Prospectus Rule Changes

April 28, 2026

JTC Group and JTC Law are delighted to announce their pivotal role in advising Invesco Bond Income Plus Limited (BIPS) on a ground-breaking secondary fundraise – the first transaction of its kind to be completed following substantial reforms to the UK Prospectus Regulations, effective from 19 January 2026. The deal not only marks a […]

Wealth and Asset Management

Citi Singapore receives dual award recognition from FinanceAsia and Forbes

April 27, 2026

Citi named Best International Bank and Best International Investment Bank in Singapore by FinanceAsia for the second year in a row Citi ranked as #1 in Singapore among Forbes World's Best Banks 2026 Citi Singapore has announced that it was conferred awards by both FinanceAsia and Forbes, underscoring its leading position in the financial industry. […]

Wealth and Asset Management

Will Millennials' Attitude Toward Money Put the Family Wealth at Stake? A Wealth Adviser Explains How Families Can Find Common Ground

April 27, 2026

The Great Wealth Transfer is estimated to comprise $124 trillion in assets by 2048, according to the CFA Institute. Now that we are over halfway there, we can see how differently the new wave of ultra-high-net-worth (UHNW) Millennials approaches investing, saving and overall values around wealth compared to previous generations. Baby Boomers, for […]

Wealth and Asset Management

CaixaBank named Best Digital Private Bank in Europe for the third consecutive year by PWM (FT Group)

April 27, 2026

The awards jury has recognised CaixaBank Wealth Management for its digital transformation and its ability to deliver pioneering, highly specialised private banking services, ensuring the best possible client experience Among other initiatives, the magazine highlights the innovative Advisory GPS service, which in just 16 months since its launch has attracted more than 4,500 clients and […]

Wealth and Asset Management

GBST and AJ Bell agree 10-year extension to long-term partnership

April 27, 2026

GBST and AJ Bell have announced a new 10-year deal, reinforcing their long‑standing technology partnership and setting out a clear roadmap for the continued evolution of AJ Bell’s advised and direct to consumer (D2C) platform. Under the agreement, the global technology provider’s Composer wealth administration platform will continue to support AJ Bell’s advised and […]

Wealth and Asset Management

Allspring Global Investments launches Global Equity Fund, expanding its systematic core equity suite

April 27, 2026

Allspring Global Investments™ has announced the launch of the Allspring (Lux) Worldwide Fund – Global Equity Fund, a UCITS sub-fund offering a systematic core global equity investment strategy designed to deliver consistent, repeatable alpha whilst maintaining disciplined risk management across market cycles. "With the growing success of our Global Equity Enhanced Income Fund and […]

Wealth and Asset Management

WELF sets up DFSA-regulated wealth advisory business

April 27, 2026

WELF has introduced a regulated wealth advisory business in the UAE, aimed at professional and institutional clients involved in cross-border wealth and capital movements. The operation is based at the Dubai International Financial Centre, which the firm said gives it access across European, Middle Eastern and Asian markets and time zones for clients with […]

Wealth and Asset Management

Asian private wealth an emerging force in property investment

April 27, 2026

Every quarter, Knight Frank publishes a report on luxury residential transactions – sales of homes worth US$10 million or more – in 12 leading markets around the world. In the final quarter of last year, Hong Kong was the second most actively traded market after Dubai, recording 81 deals with a total value of US$1.5 […]

Wealth and Asset Management

BlackRock launches ASEAN systematic fund under Singapore EQDP

April 27, 2026

BlackRock has announced the launch of an ASEAN systematic active equity strategy under the Monetary Authority of Singapore (MAS) Equity Market Development Programme (EQDP). The world’s largest asset manager said it received approval from the MAS on Monday to launch the BF1 Advantage ASEAN Equity Fund, which will invest in small- and mid-cap companies […]

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